Are you utilising Xero alongside Talenox for your accounting needs?

If so, you will be able to connect both platforms, and push your payroll entries directly from Talenox over to Xero every single month.

This 4-part walkthrough will guide you through the following:

You are currently at Part 1 of this 4-part guide - aimed at helping you easily set up Xero for Talenox πŸ˜„


Setting Up Xero for Talenox

Firstly, you'll have to head over to Xero.com and log into your Xero account.

In Xero, you'll need to set up 2 sections needed for the mapping process over to Talenox:

  • Chart of Accounts
  • Contacts

Chart of Accounts

1) On the main dashboard, head over to your Chart of Accounts (CoA) by clicking on Accounting > Chart of accounts:

2) Next, click on β€œAdd Account” as shown in the screenshot below:

3) After which, choose β€œExpense” and the preferred code you’d like to use and then key in the name of the Expense Group you want to set up:

Here’s a short guide on the kind of CoA Expense Groups you can set up in Xero according to country - Singapore, Malaysia, Hong Kong.

Contacts

1) Head over to Contacts by clicking on Contacts > All contacts

2) Add new Contacts by clicking on the "Add contact" option and keying in the Contact name

3) In order to ensure that you have an easy time mapping, the contacts should have the same name as the export CoA Export Groupings in Talenox.

You only need to key in a Contact Name as there is no need to populate the rest of the fields when adding the Contact group in Xero.

For a more in depth look on how to create Contacts for mapping over to Talenox, you can view this guide for more information πŸ‘πŸ»


Congratulations! You have successfully set up both your Xero Chart of Accounts and Contacts and can now start to connect and map your pay items. πŸ˜ƒ

Head over to Part 2 - Connecting Talenox to Xero for the next guide in the series πŸ‘πŸ»

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